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iShares 1-5 Year Investment Grade Corporate Bond ETF

922 hedge funds and large institutions have $18.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 289 increasing their positions, 380 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 70

27% more capital invested

Capital invested by funds: $14.6B → $18.6B (+$3.97B)

6% more funds holding

Funds holding: 870922 (+52)

3.03% more ownership

Funds ownership: 74.02%77.05% (+3%)

4% less funds holding in top 10

Funds holding in top 10: 118113 (-5)

24% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 380

44% less call options, than puts

Call options by funds: $1.41M | Put options by funds: $2.53M

Holders
922
Holders Change
+52
Holders Change %
+5.98%
% of All Funds
14.82%
Holding in Top 10
113
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.24%
% of All Funds
1.82%
New
138
Increased
289
Reduced
380
Closed
70
Calls
$1.41M
Puts
$2.53M
Net Calls
-$1.12M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
751
Wealthfront Advisers
California
$241K +$240K +4,838 New
EAM
752
Evanson Asset Management
California
$241K +$2.08K +42 +0.9%
CWM
753
C2C Wealth Management
Arizona
$240K
Millennium Management
754
Millennium Management
New York
$238K -$69K -1,394 -23%
SCM
755
Schnieders Capital Management
California
$238K -$236K -4,771 -50%
9WM
756
9258 Wealth Management
Ohio
$236K -$14.8K -299 -6%
1CM
757
1492 Capital Management
Wisconsin
$233K +$231K +4,671 New
TF
758
TimeScale Financial
Massachusetts
$232K +$50 +1 +0%
TCM
759
TD Capital Management
Tennessee
$230K
LNWWM
760
Laird Norton Wetherby Wealth Management
California
$225K
AGP
761
Autumn Glory Partners
Texas
$219K +$218K +4,400 New
PPC
762
Park Place Capital
Alabama
$218K +$217K +4,377 New
FP
763
Financial Perspectives
Minnesota
$214K -$138K -2,781 -39%
AWA
764
Acorn Wealth Advisors
Michigan
$213K +$212K +4,277 New
CTA
765
Colonial Trust Advisors
South Carolina
$212K -$74.3K -1,500 -26%
First Manhattan
766
First Manhattan
New York
$212K
PA
767
Parkside Advisors
California
$211K +$210K +4,235 New
PA
768
Parallel Advisors
California
$210K -$197K -3,975 -49%
TA
769
Townsend & Associates
Colorado
$209K
MCA
770
Martin Capital Advisors
Texas
$207K -$29.7K -600 -13%
V
771
Veritable
Delaware
$207K
AOWM
772
Alpha Omega Wealth Management
Virginia
$207K -$36.6K -740 -15%
BF
773
Brooklyn FI
New York
$205K +$24K +484 New
KPWS
774
Kestra Private Wealth Services
Texas
$204K -$83.6K -1,688 -29%
VWM
775
Valley Wealth Managers
New Jersey
$204K +$13.5K +273 +7%

IGSB Hedge Fund Activity: Q4 2022 in Review

922 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2022, worth a combined $18.6B — up 27% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new IGSB positions and 70 closed out — a net gain of 68 holders — while 289 added to existing stakes and 380 trimmed.

The largest buyer was Ameriprise, adding an estimated $208M. The largest seller was BlackRock, cutting an estimated $305M.

  • 922 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2022, up from 870 in Q3 2022.
  • Funds reported $18.6B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2022, up 27% quarter-over-quarter.
  • 138 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2022 and 70 closed out, a net change of +68 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2022 was Ameriprise, an estimated $208M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2022 was BlackRock, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2022.